Legacy Private Trust Company

Investment ManagementWisconsin, United States11-50 Employees

Founded in 2004, Legacy Private Trust Company has grown to become one of Wisconsin’s most respected independent wealth advisory firms, with assets under management and advisement in excess of $2.3 billion.

Headquartered in Neenah, WI with offices in Oconomowoc and Wausau, we serve successful individuals, multigenerational families, business owners, and foundations across the United States. As a closely held fiduciary institution exercising trust powers, we provide objective, conflict-free guidance grounded in long-term stewardship.

Our integrated team brings deep expertise across investment management, trust administration, financial and retirement planning, estate and tax strategy, charitable planning, and wealth transfer. Each strategy is customized and built upon disciplined research, structured risk management, and a clear understanding of our clients’ goals.

What differentiates Legacy is not only the breadth of our services, but the depth of our relationships. We collaborate closely with our clients’ attorneys, accountants, and other trusted advisors to ensure alignment and clarity across every aspect of their financial lives. 

Our mission is simple: to protect, preserve, and thoughtfully grow the legacies entrusted to us.

Learn more about how we can help you build your Legacy: https://www.lptrust.com/

Hear more about our story here: https://www.lptrust.com/our-story/

What our clients are saying: https://www.lptrust.com/testimonials/ 

Legacy career page: https://www.lptrust.com/careers/

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